ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 226 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.05 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $29,000 | +7.4% | 180 | 0.0% | 0.01% | +12.5% |
| Q1 2018 | $27,000 | -3.6% | 180 | 0.0% | 0.01% | -11.1% |
| Q4 2017 | $28,000 | +3.7% | 180 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $27,000 | -30.8% | 180 | -36.2% | 0.01% | -30.8% |
| Q2 2017 | $39,000 | 0.0% | 282 | 0.0% | 0.01% | -7.1% |
| Q1 2017 | $39,000 | 0.0% | 282 | 0.0% | 0.01% | -6.7% |
| Q4 2016 | $39,000 | +11.4% | 282 | 0.0% | 0.02% | +7.1% |
| Q3 2016 | $35,000 | +6.1% | 282 | 0.0% | 0.01% | +7.7% |
| Q2 2016 | $33,000 | +57.1% | 282 | +56.7% | 0.01% | +225.0% |
| Q1 2015 | $21,000 | 0.0% | 180 | 0.0% | 0.00% | -55.6% |
| Q4 2014 | $21,000 | -54.3% | 180 | -57.7% | 0.01% | -55.0% |
| Q3 2014 | $46,000 | -6.1% | 426 | 0.0% | 0.02% | -9.1% |
| Q2 2014 | $49,000 | +2.1% | 426 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $48,000 | +140.0% | 426 | +136.7% | 0.02% | +120.0% |
| Q4 2013 | $20,000 | -66.7% | 180 | -69.5% | 0.01% | -67.7% |
| Q3 2013 | $60,000 | +252.9% | 590 | +227.8% | 0.03% | +244.4% |
| Q2 2013 | $17,000 | – | 180 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 292,393 | $26,087 | 14.28% |
| Cosner Financial Group, LLC | 103,871 | $9,267,355 | 8.17% |
| Forbes Financial Planning, Inc. | 79,981 | $7,135,913 | 7.65% |
| Pensionmark Financial Group, LLC | 329,889 | $29,604,803 | 5.86% |
| Probity Advisors, Inc. | 275,750 | $24,602,454 | 5.67% |
| ETFIDEA, LLC | 127,397 | $11,366,319 | 4.83% |
| Sterling Financial Planning, Inc. | 86,386 | $7,707,379 | 3.95% |
| LTG Capital LLC | 38,661 | $3,449,335 | 3.64% |
| SOUTHERN CAPITAL ADVISORS, LLC | 47,835 | $4,267,806 | 3.55% |
| Ellis Investment Partners, LLC | 152,196 | $13,578,933 | 3.49% |